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marian1
Level 1

What is class in invoices?

 
1 Comment 1
JamesM
QuickBooks Team

What is class in invoices?

Hi there, 

 

It's important to know the terms on your invoices so you're aware of what they are the next you come across them. I'll be glad to share more info on this.

 

Classes are used to track your transactions by departments, product lines, or any other segments in your business. So when it’s time to run reports, you have a clear picture of each segment’s financial health. Then, you can use this info to set a budget goal for each class. I encourage you to learn more about them here. If you don't plan on using classes, I'll show you how to turn the feature off from your settings. Here are the steps: 

 

  1.     Go to Settings ⚙ and select  Account and Settings.
  2.     Select Advanced. Then select Edit ✎ in the Categories section.
  3.     Uncheck Track classes.
  4.     Select Save, then Done.            

Once you've followed the steps above, you won't see the Class option when creating invoices. If you'd like to learn more about Classes, there's a great article I recommend checking out. Here's a link to the article which goes in depth on what Class are and how to track them: Get started with class tracking in QuickBooks Online

 

If you have further questions, don't hesitate to reach back. Otherwise, enjoy the rest of your week! :) 

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